JFS Wealth Advisors’s Middlesex Water MSEX Stock Holding History

JFS Wealth Advisors’s Portfolio MSEX Stock Details MSEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$337	Buy	+6	New	+$316	﹤0.01%	2039
2024 Q1	–	Sell	-3	Closed	-$197	–	2022
2023 Q4	$197	Buy	+3	New	+$198	﹤0.01%	1906
2023 Q3	–	Sell	-4	Closed	-$323	–	1992
2023 Q2	$323	Buy	+4	New	+$313	﹤0.01%	1819
2023 Q1	–	Sell	-4	Closed	-$315	–	1981
2022 Q4	$315	Buy	4 +2	+100%	+$174	﹤0.01%	1798
2022 Q3	$0	Buy	+2	New	+$179	﹤0.01%	1854
2022 Q2	–	Sell	-2	Closed	–	–	1864
2022 Q1	$0	Buy	+2	New	+$204	﹤0.01%	1911

Other funds holding MSEX

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return